Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Advisor Value Strategies Fund " in their Schedule of Assets, totaling $6.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WUNDERLICH-MALEC ENGINEERING, INC. WUNDERLICH-MALEC ENGINEERING, INC. PROFIT SHARING AND SALARY REDUCTION PLAN | EDEN PRAIRIE MN | 620 | $126.7M | $6.0M |
| 2 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $571K |
| 3 | APT FOUNDATION INC. |
NEW HAVEN CT |
| 302 |
| $19.6M |
| $33K |
| 4 | H3 MANUFACTURING GROUP, LLC H3 MANUFACTURING GROUP, LLC 401(K) SAVINGS PLAN | SCHAUMBURG IL | 161 | $7.2M | $28K |
| 5 | DARTMOUTH HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $1K |
